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Lands' End (CH:LED)
:LED

Lands' End (LED) Price & Analysis

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LED Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Material Deleveraging From WHP JVThe $300M JV proceeds fully repaid the term loan and cut interest expense dramatically (recast from roughly $37M to just over $4M). This materially lowers financial leverage and interest burden, improving strategic flexibility for reinvestment, buybacks, and managing future shocks over the medium term.
Guaranteed Royalty Stream And JV EconomicsThe JV creates a durable, high-margin cash royalty stream and profit share that diversifies Lands' End away from pure product retailing. Guaranteed royalties and highly profitable JV economics provide recurring revenue upside and margin support without proportional SG&A or fulfillment costs.
Product Momentum And Customer Acquisition GainsSustained franchise growth (totes, women's apparel, swim) and improving product fit reduce return rates and boost new-customer entry economics. Together with improved digital acquisition, these structural product strengths support customer LTV and durable top-line recovery when operations normalize.
Bears Say
Multi-year Revenue DeclinePersistent top-line contraction erodes scale and creates fixed-cost deleverage, making profitability sensitive to demand variability. A multi-year sales decline constrains investments in marketing, product development, and omnichannel operations, complicating sustained margin expansion over the medium term.
Weak Operating Cash Flow And Recent Cash BurnNegative operating and free cash flow reduce internal funding for inventory, capex and marketing and increase dependence on one-time JV proceeds. Continued cash burn would limit strategic optionality and heighten refinancing or liquidity risk if structural operating performance doesn't recover.
Structural Margin Compression From JV/license RecastThe royalty/license structure shifts economics away from product gross margin to royalties, materially lowering reported company gross margin and adjusted EBITDA. This structural reclassification compresses headline margins and makes future margin comparisons and leverage dynamics structurally less favorable.

Lands' End News

LED FAQ

What was Lands' End’s price range in the past 12 months?
Currently, no data Available
What is Lands' End’s market cap?
Lands' End’s market cap is CHF317.35M.
    When is Lands' End’s upcoming earnings report date?
    Lands' End’s upcoming earnings report date is Aug 27, 2026 which is in 12 days.
      How were Lands' End’s earnings last quarter?
      Lands' End released its earnings results on Jun 09, 2026. The company reported -CHF0.089 earnings per share for the quarter, beating the consensus estimate of -CHF0.16 by CHF0.071.
        Is Lands' End overvalued?
        According to Wall Street analysts Lands' End’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Lands' End pay dividends?
          Lands' End does not currently pay dividends.
          What is Lands' End’s EPS estimate?
          Lands' End’s EPS estimate is 0.07.
            How many shares outstanding does Lands' End have?
            Currently, no data Available
            What happened to Lands' End’s price movement after its last earnings report?
            Lands' End reported an EPS of -CHF0.089 in its last earnings report, beating expectations of -CHF0.16. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Lands' End?
              Currently, no hedge funds are holding shares in CH:LED
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Lands' End

                Lands' End, Inc. operates as an international retailer utilizing a diverse array of sales channels to offer casual apparel, accessories, footwear, and home merchandise. The company's market presence extends across the United States, Europe, Asia, and other global regions. Its operations are segmented into specific divisions, including U.S. eCommerce, Europe eCommerce, Japan eCommerce, Outfitters, Third Party channels, and its dedicated Retail segment. Customers can procure the company's products through its digital e-commerce platforms, its network of proprietary physical stores, and via external distribution partners. These items are marketed under a comprehensive portfolio of brands such as Lands' End, Let's Get Comfy, Lands' End Lighthouse, Square Rigger, Squall, Super-T, Drifter, Outrigger, Marinac, Beach Living, Supima, No-Gape, Starfish, Iron Knees, Hyde Park, Year' Rounder, ClassMate, Willis & Geiger, and ThermaCheck. As of January 28, 2022, Lands' End maintained 30 company-operated retail outlets. Established in 1963, the enterprise has its principal offices located in Dodgeville, Wisconsin.

                Lands' End (LED) Earnings & Revenues

                LED Company Deck

                LED Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call presented a mix of near-term operational and margin headwinds (Q1 revenue down 9%, adjusted EBITDA -$6M, tariff pressure and elevated inventory) driven largely by timing-related distribution center upgrades and structural royalty reclassification. Offsetting these challenges are material strategic positives: a transformative JV with WHP that generated $300M in proceeds used to eliminate the term loan, a $100M share repurchase authorization, early JV license wins expected to deliver >$150M of guaranteed royalties, improved European performance (+15% sales, +70 bps margin), strengthening customer acquisition and digital engagement (social +30%, traffic up mid-teens), and clear guidance for improved profitability (Q2 and full-year adjusted EBITDA growth guidance and multi-year margin targets). Management characterized Q1 headwinds as temporary and expects operational normalization to support revenue and margin recovery. Given the substantial balance-sheet improvement and the multi-layered upside from the JV alongside manageable and addressable short-term issues, the overall tone is constructive and optimistic.View all CH:LED earnings summaries

                LED Stock 12 Month Forecast

                Average Price Target

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